Who We Are

Jennifer is a dedicated CERTIFIED FINANCIAL PLANNER^® professional and holder of the Series 65 Uniform Investment Advisor license. Jennifer began her career in finance in 2012 and has found great fulfillment in this field. With a Bachelor of Music in Vocal Performance from Northern Arizona University, her transition from music to finance was a thrilling new adventure, one that she has quickly come to enjoy and appreciate.

Jennifer’s unique background in music gives her a creative edge in financial planning, allowing her to approach each client’s situation with both analytical precision and artistic insight. She takes pride in working closely with clients to develop customized strategies that align with their life goals. One of her greatest joys is hearing about the fulfilling experiences her clients enjoy as they embrace retirement.

Originally from Cincinnati, Ohio, and raised in Arizona, Jennifer is an enthusiastic supporter of the Ohio State Buckeyes and all local Arizona sports teams. In her free time, she immerses herself in her love for movies and musical theater, enjoys travel, snowboarding, and cherishes moments spent with her two nieces, friends, and family.

Jennifer is eager to help clients make the most of their financial futures. Whether it’s planning for retirement, managing investments, or getting finances in order, she is excited to partner with individuals to help achieve their financial dreams.

Kevin is a Washington State native and graduated from Central Kitsap High School. He has always had a passion for helping people and a knack for finance and investing. Growing up in a family that owned a small business in Bremerton, Kevin was exposed from a young age to the work ethic and discipline it took to build wealth from the ground up. He paid his way through college by working as a commercial fisherman in Bristol Bay, Alaska, for seven consecutive summers beginning at age 14. Although he has always had a strong drive and work ethic, he is most passionate about helping people. Throughout college and the years following, he spent his time working in a full-time nonprofit position where he worked with youth and young adults of both Whatcom and Kitsap counties. Through this nonprofit work, he developed one of his deepest guiding philosophies; the idea that the most important things in life are "caught not taught." That is why he is so passionate about guiding his clients to help them strategize, develop, and implement plans to accomplish their financial goals.

After high school, Kevin went on as a student-athlete in track and field to earn an undergraduate degree in finance from Western Washington University. Shortly after that, he went on to earn his FINRA Series 7 - General Securities Representative License and his Series 66 - Uniform Combined State Law Examination. These qualify him to work as an Investment Advisor Representative in fee-based relationships. Additionally, Kevin earned his CERTIFIED FINANCIAL PLANNER^® certification, enabling him to provide an even more robust level of knowledge and service to his clients.

In 1996, while sitting in a seventh-grade social studies class at Central Kitsap Junior High School, Kevin met the girl who would eventually become his wife. The high-school sweethearts were married in 2004 and have three children. His wife, Kara, and his kids—Zack, Hallie, and Jovie—light up his days and are his favorite adventurers.

In his free time, you can find Kevin out on the slopes in the winter, or ripping around Kitsap Lake and wake surfing in the summer. He is an avid reader and enjoys every type of literature ranging from leadership to business, to historical biographies, to multiple fiction and nonfiction genres.

With more than 25 years of experience in the financial industry, Stephanie Gale is a knowledgeable leader who brings a wide world of life experience to the table. Stephanie is a seasoned CERTIFIED FINANCIAL PLANNER^® professional and an Accredited Investment Fiduciary^® designee with over 30 years of experience in the financial markets. Since 1998 she has been dedicated to providing individuals and families with personal financial planning, investment portfolio, and wealth management guidance, finding deep fulfillment in her clients' successes.

Her career began in the international bond markets after she graduated with honors from Barnard College, Columbia University. At J.P. Morgan Securities in London, she advanced to vice president in the Global Sales and Trading division. There, she applied market analysis and portfolio optimization to advise European central banks, global mutual fund managers, Fortune 500 pension funds, and insurance companies. This extensive experience and her time living overseas have given her a broad perspective that enriches her current advisory role.

Like so many people in Port Townsend, Stephanie's passion for the sea is reflected in her past adventures, including sailing her own boat in Europe and the Caribbean before settling in Port Townsend. She raised her two daughters in Jefferson County and was actively involved in their schools. Committed to philanthropy, she has served on various local non-profit boards and was on the organizing committee of the Jefferson Community Foundation. Stephanie has a lifelong love for the arts, regularly attending performances and engaging in music and dance.

Raised in Port Townsend, Cecilia has over 10 years of experience working in financial services and holds the Financial Paraplanner Qualified Professional™ designation.

Before joining Gale Investment Management, Cecilia was fortunate to pursue her dream of becoming a ballet dancer by graduating from the Kirov Academy of Ballet in Washington, DC, simultaneously with earning her high school diploma. Her intensive dance training honed her attention to detail, and studying with an international cohort of students taught her the value of diversity amidst unity of purpose. 

Cecilia enjoys providing administrative services for our clients as they work towards their financial goals.

Karen joined our practice after six years with the Jefferson County Chamber of Commerce working alongside local businesses.

She grew up in Tucson, Arizona, studied theatrical lighting design, and graduated at the top of her class from the Pacific Conservatory for the Performing Arts in Santa Maria, California. She moved to Port Townsend in 2008, where she has used her lighting skills for Centrum, Key City Public Theatre, and Dale Chihuly.

Karen brings her creative problem-solving and people skills to Gale Investment Management and is always expanding her eclectic skill set.